
Understanding the Current Market Selloff
By Stuart Katz, Chief Investment Officer Recap of Year-to-Date Market Performance Stocks started 2025 trading higher but have since pulled back. The S&P 500 has declined more than -8% from
2025 Rate Cut Outlook: The Fed on Hold – What Will Investors Focus On?
By the Robertson Stephens Investment Office In recent years, the Federal Reserve carried out one of the fastest rate-hiking campaigns in history to bring inflation down from a multi-decade high.
Five Near Term Market Themes to Watch
By Stuart Katz, Chief Investment Officer Last week’s inauguration activities in Washington mark Donald Trump’s return to the White House. As the second Trump administration starts, the market is looking
Recent Thoughts on the Fed Rate Cut
September 30, 2024 – Chief Investment Officer Stuart Katz and Chief Economist Jeanette Garretty discuss their thoughts on the most recent Fed rate cut. https://vimeo.com/1013625453/f6e0467a54 Disclosures Investment advisory services offered